Compare · 3 funds side by side · dividends reinvested

WISE, JEPQ and JEPI

WISEThemes×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

WISE, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.6

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.47%−24.6%−29.5%[…][…]−39.2%36.2%$20M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: WISE 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $20M[…]

WISE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

WISEMeasureJEPQ

−24.6%Year to dateJan 1 → Nov 9+6.6%

−29.5%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

5.47%Trailing 12-mo yield$547 · $1,239 a year on $10k12.39%

−39.2%Worst dropSmaller is better−11.5%

36.2%VolatilityLower is calmer16.9%

WISEJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

0–5JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WISE vs JEPQ: Top 5 Holdings

Today

WISE

27.3%in top 5

JEPQ

in top 528.6%

WISEStockJEPQ

not top 5AAPL7.3%

5.4%NVDA6.7%

6.3%IIInot top 5

not top 5MSFT6.0%

5.3%AInot top 5

5.1%AMDnot top 5

5.1%SNOWnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common14.6%

End-of-day Nov 9, 2026 · share of each fund

WISE vs JEPQ Returns, Every Period

ThemesWISE

−29.5%

past year

JEPQJ.P. Morgan

+9.2%

past year

WISEJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WISE vs JEPQ

YTD

ThemesWISE

−24.6%

JEPQJ.P. Morgan

+6.6%

−24.6%Year to date+6.6%

−39.2%Worst drop · 1Y−11.5%

36.2%Volatility · 1Y16.9%

5.5%Yield12.4%

$20.2MAssets$40.7B

4–0JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WISE, JEPQ, JEPI

Today

0.35%lowest, WISE

FundExpense ratioFee$10k

WISE0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WISE, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

WISE5.47%$547

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

WISE$547 − $35 = $512

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WISE, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

WISEJEPQJEPI

WISE—14.6%8.6%

JEPQ14.6%—27.5%

JEPI8.6%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

WISEWorst drop−39.2%36.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+6.6%Year to date+7.5%

12.4%Yield7.9%

+9.2%Past year+10.9%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026